IAG Wealth Partners
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IAG Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

IAG Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.07M Buy
1,449
+10
+0.7% +$7.15K 0.1% 78
2026
Q2 		$1.06M Buy
1,439
+66
+5% +$45.4K 0.1% 75
2026
Q1 		$792K Buy
1,373
+111
+9% +$67.4K 0.09% 75
2025
Q4 		$775K Buy
1,262
+32
+3% +$19.6K 0.09% 79
2025
Q3 		$738K Sell
1,230
-57
-4% -$32.6K 0.09% 77
2025
Q2 		$710K Buy
1,287
+4
+0.3% +$1.99K 0.09% 75
2025
Q1 		$602K Sell
1,283
-167
-12% -$84.8K 0.09% 71
2024
Q4 		$741K Sell
1,450
-67
-4% -$33.9K 0.13% 61
2024
Q3 		$740K Buy
1,517
+30
+2% +$14.2K 0.14% 59
2024
Q2 		$712K Buy
1,487
+471
+46% +$212K 0.14% 56
2024
Q1 		$451K Buy
1,016
+253
+33% +$108K 0.1% 63
2023
Q4 		$312K Sell
763
-6
-0.8% -$2.28K 0.07% 69
2023
Q3 		$276K Buy
769
+101
+15% +$37.5K 0.08% 70
2023
Q2 		$247K Buy
668
+144
+27% +$48.5K 0.07% 75
2023
Q1 		$168K Buy
524
+30
+6% +$8.85K 0.05% 85
2022
Q4 		$132K Buy
494
+104
+27% +$28.8K 0.04% 86
2022
Q3 		$104K Buy
390
+40
+11% +$12.1K 0.03% 88
2022
Q2 		$98K Sell
350
-40
-10% -$12.4K 0.03% 91
2022
Q1 		$141K Buy
390
+120
+44% +$42.6K 0.04% 78
2021
Q4 		$107K Sell
270
-13
-5% -$5.02K 0.03% 84
2021
Q3 		$102K Buy
283
+113
+66% +$41.6K 0.04% 79
2021
Q2 		$61K Hold
170
– – 0.02% 106
2021
Q1 		$55K Hold
170
– – 0.02% 104
2020
Q4 		$54K Sell
170
-88
-34% -$25.8K 0.02% 106
2020
Q3 		$72K Hold
258
– – 0.03% 84
2020
Q2 		$64K Buy
258
+88
+52% +$19.7K 0.03% 91
2020
Q1 		$33K Buy
170
+20
+13% +$4.23K 0.02% 118
2019
Q4 		$32K Buy
+150
New +$30K 0.02% 140

Other funds holding QQQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

IAG Wealth Partners's QQQ Position: Q3 2026 in Review

IAG Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 0.69% in Q3 2026, buying an estimated $7.15K and bringing the position to 1,449 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #78.

IAG Wealth Partners first reported a position in QQQ in Q4 2019 and has held it in 28 quarters since. 3,259 funds tracked by Wall St. Rank hold QQQ as of Q3 2026.

  • IAG Wealth Partners held 1,449 shares of Invesco QQQ Trust worth $1.07M as of Q3 2026.
  • IAG Wealth Partners bought 10 Invesco QQQ Trust shares in Q3 2026, an estimated $7.15K.
  • Invesco QQQ Trust made up 0.1% of IAG Wealth Partners's portfolio in Q3 2026, its #78 holding.
  • IAG Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 28 quarters since.
  • 3,259 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.